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HOUSE REPORT - Q3 2024
Running on empty
We are in the middle of an extraordinary year for the global electorate. With our own political backdrop having changed so decisively, and the US election fast approaching, we are thirsty for details which will impact global economic progress.
Guy Monson, our Chief Market Strategist, sets out what investors should focus on.
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Six minute strategy – When politics meets markets
Markets are finally showing signs of shifting. Global technology and AI stocks are slowing down, while value and yield stocks are recovering. This shift has coincided with political developments in the United States, where a Trump victory is becoming likely. So, why would a Trump administration trigger this...
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Can our politicians confront their deficits?
This month, indeed this year, has all been about politics, with almost half the global population voting in more than 70 elections across the world[1]. Last week in the UK saw Labour’s first victory from opposition in 27 years, a high-wire French parliamentary election and a pivotal debate...
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Government borrowing: the winners and losers
Governments are borrowing too much money. The party ends in a hangover; the question is how severe and who pays? Bigger government deficits were required after the financial crisis when the private sector was deleveraging and demographics were holding down inflation. But the world has now changed....
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AI: The new industrial revolution
A year ago, we wrote that the generative AI hype was rooted in genuine breakthroughs, forecasting significant long-term impacts and identifying hardware players as clear beneficiaries. Since then, AI has continued to dominate both news headlines and stock market performance, with the gap between perceived AI winners and...
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Alternatives: making the most of the market
Constructing an investment portfolio that can both withstand and take advantage of market movements is key to producing attractive returns, so understanding the drivers of performance across all asset classes is vital. Using a broad range of securities helps managers to deploy as many of these performance drivers...
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Help! I'm an American
There are myriad reasons why investors resident in the UK might have a US taxpaying requirement. It has amazed us over the years how many people in that situation are simply not aware of it, have chosen to ignore it, or have had their investment portfolios poorly structured,...
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